Presentation of our Analysis service
Financial & Banking
At Oak Consulting Worldwide, we offer you a synthetic, educational and easily usable financial analysis of your company. Our goal is to help you better understand, inform, predict and control the evolution of your business.
Financial & Banking Diagnosis
We carry out a financial and banking diagnosis based on your tax return or your accounting balance. This service is aimed at VSEs/ETIs and SMEs/SMIs of all types: industry, services to companies or individuals, construction and real estate, manufacture or sale of consumer products or any other industry. It is designed to be simple, packaged, fast, flexible and easy to understand.
Our analysis includes:
Interim Management Balances (MIS)
Intermediate financial performance assessment for a detailed understanding of your management and the formation of your bottom line.
Interim Management Balances (MIS)
Intermediate financial performance assessment for a detailed understanding of your management and the formation of your bottom line.
6 margin and value-added (PV) ratios
Margin and value-added analysis to measure the efficiency of your business.
17 management ratios
Key management indicators to evaluate the operational performance of your company.
12 liquidity ratios
Liquidity measurement to ensure your company’s ability to meet its short-term obligations.
11 productivity and profitability ratios
Assessing productivity and profitability to optimize resources and financial performance.
7 gross cash flow (GFR) ratios
Analysis of cash flow to ensure financial stability.
20 financial & banking ratios
Essential financial and banking indicators for a global view of the financial health of your company.
6 charts
Graphical visualization of financial data for easy and fast interpretation of results.
This service provides a concise and clear view of your financial situation, allowing you to implement the right strategies and make the right decisions.
Would you like to have a detailed financial analysis? Contact us today
Why choose Oak Consulting Worldwide ?
Financial and banking expertise
Oak Consulting Worldwide is comprised of corporate finance professionals with deep expertise in financial and banking analysis.
Independence and freedom of decision
We offer independent support, guaranteeing our clients complete freedom in their financial decisions.
In-depth knowledge of your industry
Thanks to our diverse experience, we understand the specificities of your industry and tailor our analysis accordingly.
Advanced analytics tools
We use modern and powerful analysis tools to provide you with accurate and reliable diagnostics.
At Oak Consulting Worldwide, we are committed to providing quality financial and banking analytics to help you run your business successfully. Contact us to find out more about our offers and how we can support you in the realization of your projects.